KWM

Kiker Wealth Management Portfolio holdings

AUM $147M
This Quarter Return
+1.15%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$23.1M
Cap. Flow
+$23.3M
Cap. Flow %
15.89%
Top 10 Hldgs %
41.37%
Holding
732
New
557
Increased
44
Reduced
64
Closed
18

Top Buys

1
$1.64M
2
$1.45M
3
$1.43M
4
$1.24M
5
$1.24M

Top Sells

1
$1.18M
2
$1.1M
3
$1.05M
4
$745K
5
$525K

Sector Composition

1Technology7.74%
2Energy4.5%
3Financials3.87%
4Industrials3.55%
5Consumer Discretionary3.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$15.6K0.01%
+228
 New
+$15.6K
$15.5K0.01%
+81
 New
+$15.5K
$15.4K0.01% 168
-3,875
-96%
-$355K
$15.4K0.01%
+191
 New
+$15.4K
$15.3K0.01%
+462
 New
+$15.3K
$15.1K0.01%
+345
 New
+$15.1K
$14.9K0.01%
+16
 New
+$14.9K
$14.9K0.01% 190––
$14.9K0.01%
+500
 New
+$14.9K
$14.6K0.01%
+120
 New
+$14.6K
$14.5K0.01%
+650
 New
+$14.5K
$14.3K0.01%
+10
 New
+$14.3K
$14.1K0.01%
+101
 New
+$14.1K
$14.1K0.01% 252––
$14.1K0.01%
+40
 New
+$14.1K
$14.1K0.01% 92––
$14K0.01%
+1,120
 New
+$14K
$13.9K0.01%
+50
 New
+$13.9K
$13.5K0.01% 142
+56
+65%
+$5.34K
$13.4K0.01%
+378
 New
+$13.4K
$13.2K0.01%
+478
 New
+$13.2K
$13K0.01%
+149
 New
+$13K
$12.8K0.01%
+302
 New
+$12.8K
$12.6K0.01%
+67
 New
+$12.6K
$12.6K0.01%
+388
 New
+$12.6K
1 121314151630